ALTUS ALLIANCE 2016Optimize your workforce with Advanced Scheduling

Introductions

• James Faw• VP Product Innovation,

Founding Partner• Dynamics NAV Product

Specialist

Session Agenda1. About this session2. Introductions3. What can Advanced Scheduling Help with ? 4. Understanding the Process5. Questions

What can Advanced Scheduling help with?

Scheduling supports all aspects of the scheduling cycle including:1. Collecting employee availability and vacation requests before

you start creating the schedule.2. Helping schedulers take into account staff availability, seniority,

regulatory requirements and other schedules when preparing a new schedule.

3. Allowing staff and supervisors to log changes to the schedule with any device throughout the cycle.

4. E-remind Employees and Supervisors to confirm and approve timesheets at the end of each cycle.

5. Transfer all time directly into payroll for processing.

Users involved in the Scheduling process

Employee• I need to see my schedule

across multiple locations• I want to choose shifts to

work• I can access my schedule at

any time and need to share with my colleagues

• I need to request time off or let my supervisor know when I’m sick.

Scheduler• I need to create schedules• I manage the master

templates and rotations• I function as the master

scheduler and deal with any issues the supervisors can’t manage.

Supervisor• I supervise staff • I need to be able to update

staff of any changes• I need to approve

timesheets

Payroll Administrator• I need to payroll on time• I need to update payroll

based on scheduled staff and timesheets.

UNDERSTANDING THE PROCESS

Understanding The ProcessAssemble

AvailabilityRequest/bid for open shiftsVacation or sick time requests

Create

Maintains Template Create ScheduleUse Intelligent seniority/ availabilityFill open shiftsPublish

Edit

Update with changesReview/ approve shift requestsReview/ approve change requests

Confirm

Employee reminder and confirmationSupervisor approvalPayroll processing

1. AssembleEmployee• Submit Availability• Request Open Shifts• View My Schedule &

Location Schedule• Enter Attendance

Requests

2. CreateScheduler• Scheduler/HR maintains Templates and

creates the Schedule• Fills open shifts with intelligent

seniority/availability lists• Replaces shifts for employees that are

not available to work• Publishes the Schedule online

3. EditSupervisor•Supervisor updates the schedule to reflect actual worked hours during the period

•Reviews and any shift requests and selects the best candidate

•Reviews and approves any changes to the schedule proposed by employees

4. Confirm Employee• Confirms final schedule as a timesheet

Supervisor• Approves the final schedule for each

location

Payroll• Retrieves all timesheets for payroll

processing

Questions & Answers

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